Long Term Portfolio Overview
My long term holdings, watchlist, buy ranges, and more.
Each quarter I like to step back and review my long term investments.
To preface, I have two portfolios. One is a long term portfolio that I do not touch often, and the other is a trading portfolio that I manage much more actively.
The key to holding through volatility and capturing bigger picture moves comes down to conviction.
Conviction comes from consistently revisiting the fundamentals, technicals, story, narrative, and thematic tailwinds behind each company. Things change quickly in the market, so I think it’s important to constantly review the thesis and reason behind each investment.
I’ve alerted subscribers to just three new long term investments so far this year in 2026.
INTC in the $30s (thesis + alert on the day of purchase here)
RDDT in the $130s (thesis + alert on the day of purchase here)
Newest position (thesis + alert on the day or purchase here)
If you’re not already in the subscriber chat, I strongly suggest paying attention to it.
This is where I post all of my new trades as I enter them. I walk through the trade idea entirely including my thesis, risk level, cost basis, and more.
In the past few weeks, I’ve alerted subscribers that I bought multiple new trading positions including:
FLNC at $17.8x
TE at $6.4x
NET at $204x
SMCI at $35x
PLTR at $133
The chat is also where I post a daily thread with my thoughts on the day ahead, relevant headlines and macro events, my main focus names, notable upgrades and downgrades, and anything else I’m watching.
It’s basically become a live market group chat. We have a ton of smart people sharing ideas, setups, headlines, and observations throughout the day, and there’s a lot of genuine alpha in there.
I honestly think it might be one of the most (if not the most active) subscriber chats on Substack.
Come join us!
In this article I’m going to walk through my thoughts on each of my long term tech holdings, my thesis and updated thoughts on each name, when I would consider buying more, my “stable” investment play, my long term investment watchlist shortlist, and more.
I do not discuss my long term portfolio often, usually only once per quarter or when I make a change so I want to use this article to give a full update on where my mind stands today.
My thoughts on a few positions have shifted since the last update, and I discuss that here.